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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,791 | $77,449-89.9% | $69,483-88.8% | $152,909-94.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.5%-24.1pp |
| Annual return | 27.87% | 39.09%-11.2pp | 28.99%-1.1pp | 345.46%-317.6pp |
| Employer contribution / active EE | $155 | $3,316-95.3% | $2,780-94.4% | $4,764-96.8% |
| Participant deferral / active EE | $1,859 | $4,415-57.9% | $3,537-47.4% | $5,851-68.2% |
| Admin fee / account holder | $249 | $6,210-96.0% | $3,841-93.5% | $11,601-97.9% |